Daniel Investment Group, Inc.’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Daniel Investment Group, Inc.’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.55M	Buy	+11,725	New	+$3.36M	2.1%	9

Other funds holding VB

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Daniel Investment Group, Inc.'s VB Position: Q2 2026 in Review

Daniel Investment Group, Inc. opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 11,725 shares worth $3.55M. The stake represents 2.1% of the portfolio and ranks #9 among its holdings.

1,760 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Daniel Investment Group, Inc. held 11,725 shares of Vanguard Morningstar Small-Cap ETF worth $3.55M as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Daniel Investment Group, Inc. position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 2.1% of Daniel Investment Group, Inc.'s portfolio in Q2 2026, its #9 holding.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Daniel Investment Group, Inc.'s 13F filing for Q2 2026, filed 3 Aug 2026.